ECB rates on hold even...
The European Central Bank kept its main interest rate at 2% after Eurozone annual inflation eased to 1.7% in January…
09/02/26
Currencies
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Article
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Article
Pick your poison: Geopolitics or...
If it’s not geopolitical shocks roiling markets it is artificial intelligence, either because AI is a bubble, or because it…
06/02/26
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Article
Politics, currencies and relative value
The US dollar is lower against most currencies so far this year. Some extreme commentary has dubbed it the ‘debasement’…
30/01/26
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Article
Renminbi internationalisation: Towards a multi-currency...
China’s renminbi has recently increased its global footprint, notably in the capital and commodity markets — the linchpins of the…
18/12/25
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Article
Summer reading ABC – From...
Using the letters of the alphabet to describe an event or a person can be an amusing pastime. What would…
06/08/25
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Podcast
Talking Heads – Any viable...
With the US dollar battered by stop-start tariff policy, fiscal profligacy and questions about the independence of the Federal Reserve,…
16/07/25